CRM Architect Level 1- Level 3

Capitec Bank; Stellenbosch; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services provider in Stellenbosch is looking for a Client Engagement Agent to support and improve client engagement programmes. This role involves developing CRM solutions and requires at least 1-2 years' experience in a technical CRM environment, along with a relevant qualification. Ideal candidates will have skills in Salesforce Marketing Cloud and Agile methodologies, with strong analytical and communication abilities.

Qualifications

• 1-2 years technical CRM experience in a client relationship environment.
• Operating in an environment practicing Agile methodology.
• Understanding of data, modelling, selection, systems, and integration points.

Responsibilities

• Engage clients through effective engagement programmes and campaigns.
• Conceptualise and build CRM solutions for communication programmes.

Skills

Analytical Skills

Communications Skills

Interpersonal & Relationship Management Skills

Planning, Organising and Coordination Skills

Problem Solving Skills

Education

Relevant tertiary qualification in Information Technology or Similar

Tools

Salesforce Marketing Cloud

Salesforce CRM

Job description

Purpose Statement

• To be a client engagement agent who can apply and provide data, systems know how to support, track, develop and improve basic client engagement programmes, campaigns and prompts throughout the client engagement life cycle
• To conceptualise, articulate, design and build, basic Client Relationship Management (CRM) solution designs, in relation to specific communication programmes, campaigns, and prompt business requirements.

Experience

Minimum

• >1-2 yrs. technical CRM experience in a client relationship environment or business engineering to understand data, modelling, selection, systems, and integration points in respect of a client centric view.
• Operating in an environment practicing Agile methodology.

Ideal

• >1 years’ experience in CE to understand data, modelling, selection, systems, and integration points in respect of a client centric view
• >1 years program or business engineering experience project experience.

Qualifications (Minimum)

• A relevant tertiary qualification in Information Technology or Similar

Qualifications (Ideal or Preferred)

• A relevant qualification

Knowledge

Minimum

• Salesforce Marketing Cloud (or similar CRM system)
• Salesforce CRM (or similar CRM system)
• Process engineering
• Analytics and modelling
• System integration, APIs
• Customer relationship management principles, tools, and methods
• Understanding of data, modelling, selection, systems, and integration points in respect of a client centric view.
• Stakeholder engagement and management principles and practices
• Agile methodology

Ideal

• CX or CE Journey mapping
• Technical CRM program building
• AI modelling
• Digital channel development and integration

Skills

• Analytical Skills
• Communications Skills
• Interpersonal & Relationship management Skills
• Planning, organising and coordination skills
• Problem solving skills

Conditions of Employment

• Clear criminal and credit record